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Marsh & McLennan
MMC

Overview Fund Activity

877 hedge funds and large institutions have $38.6B invested in Marsh & McLennan in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 311 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-44
Holders Change %
-4.78%
% of All Funds
19.37%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.27%
New
85
Increased
311
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$129M
3
BlackRock
BlackRock
New York
+$107M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$93.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$313M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
3
UBS Group
UBS Group
Switzerland
-$141M
4
AAMU
Amundi Asset Management US
Massachusetts
-$125M
5
AC
Alleghany Corporation
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
376
Rafferty Asset Management
New York
$1.83M -$5.37M -62,118 -75%
RC
377
RBF Capital
California
$1.82M +$86.5K +1,000 +5%
WWM
378
Willingdon Wealth Management
North Carolina
$1.8M +$1.72M +19,837 +2,131%
AAMU
379
AEGON Asset Management (UK)
United Kingdom
$1.79M – – –
NIC
380
Northwest Investment Counselors
Oregon
$1.75M -$67.5K -780 -4%
RZH
381
Relyea Zuckerberg Hanson
Connecticut
$1.74M -$934K -10,801 -35%
AP
382
Advisor Partners
California
$1.74M +$364K +4,217 +27%
VRM
383
Vectors Research Management
New York
$1.72M +$335K +3,875 +24%
HT
384
Heritage Trust
Oklahoma
$1.69M +$52.7K +609 +3%
Qube Research & Technologies (QRT)
385
Qube Research & Technologies (QRT)
United Kingdom
$1.65M +$697K +8,056 +73%
V
386
Veritable
Delaware
$1.65M -$13.1K -151 -0.8%
BHWM
387
Bar Harbor Wealth Management
New Hampshire
$1.64M -$84.6K -979 -5%
CCP
388
Corient Capital Partners
California
$1.64M -$23.5K -272 -1%
EOJOAM
389
E. Ohman J:or Asset Management
Sweden
$1.56M -$623K -7,200 -29%
ECM
390
Everence Capital Management
Indiana
$1.55M – – –
PWLP
391
Prio Wealth Limited Partnership
Massachusetts
$1.54M – – –
EAM
392
Erste Asset Management
Austria
$1.52M – – –
WTC
393
WhitTier Trust Company
Nevada
$1.52M +$309K +3,575 +26%
RFA
394
Reilly Financial Advisors
California
$1.51M -$8.3K -96 -0.5%
EIM
395
Essex Investment Management
Massachusetts
$1.5M -$94.6K -1,094 -6%
BCM
396
Bridgeway Capital Management
Texas
$1.5M +$1.5M +17,300 New
JWM
397
Jackson Wealth Management
Florida
$1.44M +$63.6K +613 +5%
RC
398
RegentAtlantic Capital
New Jersey
$1.44M +$17K +197 +1%
BF
399
BOK Financial
Oklahoma
$1.42M +$252K +2,920 +22%
WF
400
Welch & Forbes
Massachusetts
$1.39M +$8.65K +100 +0.6%
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